We tailor our strategies to your unique situation, your goals for the future and, employ approaches that may allow for tax-free or tax-deferred growth through various purchasing and exchange methods. We are committed to utilizing every legal avenue available to safeguard your wealth from tax liabilities and penalties. Our team is dedicated to staying informed and up to date about industry regulations and changes to ensure we provide you with the most current and effective strategies.
At a minimum, everyone needs a will to provide guidance on how your assets are protected from probate, where the state steps in and controls how your estate is handled. In addition, most folks will benefit from setting up a living, revocable trust, a type of legal structure that can be used to shelter your assets for distribution over time to members of the trust.
Do you have a 401(k)? An IRA? a combination of both? We can turn over your unstable, variable-rate retirement accounts into a fixed-rate retirement that offers you and your spouse a guaranteed salary till the day you die, penalty free! Since these are life insurance products, they also provide a tax-free cash payout to your estate upon your passing.
Some folks want the family farm, hunting property, or want to develop a piece of real estate into their very own version of paradise, all with the intention of leaving something tangible to their heirs. We broker any & all types of real estate throughout the great state of Tennessee and the Southeast to provide you with the perfect property that fits your specific goals and needs.
Just as we believe in raising our posterity to be wise with our assets that we will be leaving them as gifts when we pass, we believe in tending and managing the land the Lord has entrusted us with. We are experienced land brokers & developers, members of the esteemed association, the Realtors Land Institute, with members of our team carrying the prestigious designation of the Accredited Land Consultant (ALC).
As land brokerage professionals, we provide our clients access to our trusted network of experts for all your needs.
They say there are two things you cannot avoid: Death & Taxes. They are partially right! Death is unavoidable, however, taxes can be mitigated/offset through various methods of transfer. Depending on your particular situation, we can recommend strategies and methods to shelter your assets from the tax man as much as legally possible. Part of our company pledge to you is that we are dedicated to protecting you and your estate and maintain constant vigilance on industry changes and policy updates as it relates to you and your legacy.
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